Jobs at WealthBridge Financial Group

Develop personalized financial strategies for individuals, families, business owners, and institutions covering retirement, investments, insurance, and estate planning. Build long-term client relationships, educate clients, collaborate with CPAs and specialists, and grow an independent book of business through networking, referrals, and marketing. Maintain knowledge of financial markets and products while using firm-provided planning, marketing, technology, licensing, and mentorship resources.

Develop personalized financial strategies for individuals, families, business owners, and organizations. Build long-term client relationships, educate clients on financial decisions, collaborate with professional partners, and grow an independent book of business through networking, referrals, and marketing. The role includes ongoing training, licensing support, mentorship, and use of planning and client-engagement tools.

Build and maintain client relationships, assess financial goals, and develop personalized retirement, investment, insurance, and estate-planning strategies. Educate clients, collaborate with CPAs and internal specialists, and grow a personal book of business through networking, referrals, and marketing. The role offers licensing support, training, mentorship, planning resources, and entrepreneurial growth opportunities.

Build and maintain client relationships, analyze financial goals, develop personalized retirement, investment, insurance, and estate strategies, and educate clients on financial decisions. The advisor will collaborate with specialists, CPAs, and other professionals while growing an independent book of business through networking, referrals, and marketing. Ongoing training, licensing support, mentorship, planning resources, and business development tools are provided.

Develop personalized financial strategies for individuals, families, business owners, and institutions covering retirement, investments, insurance, and estate planning. Build long-term client relationships, educate clients, collaborate with CPAs and specialists, and grow an independent book of business through networking, referrals, and marketing. Ongoing training, licensing support, mentorship, and planning technology are provided.

Build and maintain client relationships, assess financial goals, and develop personalized retirement, investment, insurance, and estate-planning strategies. Educate clients, collaborate with CPAs and internal specialists, and grow an independent book of business through networking, referrals, and marketing. The role provides training, licensing support, mentorship, digital marketing resources, and planning technology.

Build and lead a financial services practice focused on life insurance and annuities. Recruit at least eight financial professionals annually, train and mentor advisors, maintain personal production, deliver holistic financial strategies, and develop a high-performance, client-focused team. The role requires entrepreneurial business building, relationship management, recruiting, coaching, and collaboration with internal specialists and external professionals.

Build and manage a financial advisory practice serving families, business owners, and professionals across Arizona. Assess client goals across protection, savings, taxes, retirement, debt, estate planning, and education funding; recommend insurance, annuities, advisory accounts, and retirement products; and develop a portable book of business. The role includes licensing, structured training, activity and quality targets, client relationship development, and potential team leadership. Compensation is uncapped commission as a 1099 independent contractor with no base salary or benefits.

Seeks established financial advisors in Northern Arizona planning practice succession, reduction, or sale within 12–60 months. The role involves confidential valuation, deal-structure design, regulatory documentation, and client-transition planning. Advisors may pursue an outright sale, earn-out, gradual transition, or reduced-role continuation. Requirements include an established book of business, clean or disclosed compliance history, client continuity needs, production-data sharing under NDA, and regulatory background checks for continuing affiliations.

Advise families, business owners, and professionals on protection, savings, tax strategy, retirement, debt, estate planning, and education funding. Build and manage a client book of business, implement insurance and investment products, assess client needs using planning tools, maintain client relationships, and meet activity and quality metrics. The role includes licensing guidance, training, commission-based compensation, and a defined path toward leadership and advisor development.

Manage and grow an established Arizona client book on an independent financial services platform. Advise clients using tailored wealth strategies, open-architecture insurance and investment products, advanced markets, premium financing, and advisory tools. Maintain regulatory compliance, complete licensing and registration requirements, and transition client relationships from existing firms. Build production through commissions, retain book ownership, and potentially develop team-based override compensation.

Experienced financial advisor responsible for transitioning and managing an established client book on an independent platform, delivering tailored wealth and insurance strategies, developing high-net-worth solutions, and expanding client relationships. The role requires licensed insurance and securities credentials, compliance with U4/U5 requirements, and established Phoenix-area relationships. Compensation is commission-based, uncapped, and production-tiered, with book portability, transition support, benefits, and opportunities for advanced professional designations.

Provides personalized financial strategies to families, business owners, and professionals across insurance, annuities, disability coverage, advisory accounts, and retirement planning. Builds and owns a client book through relationship development and consistent prospecting. Completes licensing and securities registrations, uses planning and analytics tools, participates in structured training, and may develop junior advisors through team override income.

Manage and grow an established client book on an independent financial services platform. Advise clients using tailored wealth strategies, open-architecture insurance and investment products, advanced markets, premium finance, and advisory platforms. Maintain regulatory compliance, manage client relationships, and build production-based compensation through new business and team overrides. Candidates must hold relevant Arizona insurance and securities licenses, have established Northern Arizona relationships, pass background and fingerprinting requirements, and be prepared to transition after legal review.

Engage clients to understand financial objectives and provide tailored investment, retirement planning, and wealth management strategies. Assess client needs using financial tools and analytics, develop action plans, and build long-term relationships while collaborating with industry experts to deliver comprehensive financial solutions.

Build and manage a book of clients by understanding families’, business owners’, and professionals’ financial goals. Provide strategies covering protection, savings, tax, retirement, debt, estate planning, and education funding. Implement insurance, annuities, disability coverage, advisory accounts, and retirement plans. Develop client relationships through consistent prospecting and activity, complete required licensing and securities registrations, and potentially mentor junior advisors while progressing through the leadership career path.

Build and manage a financial advisory practice serving families, business owners, and professionals in Northern Arizona. Assess client objectives across protection, savings, tax, retirement, debt, estate, and education planning; recommend insurance, annuities, advisory accounts, and retirement products; develop client relationships and a portable book of business. The role includes licensing guidance, structured training, activity and quality expectations, ongoing professional development, and commission-based independent-contractor compensation.

Build and manage a client-owned financial advisory practice serving families, business owners, and professionals. Assess client objectives across protection, savings, tax strategy, retirement, debt, estate planning, and education funding. Recommend and implement insurance, annuities, advisory accounts, and retirement products while developing client relationships and meeting activity, persistency, suitability, and production goals. The role includes licensing support, structured training, ongoing development, and potential team leadership.

Lead and grow a team of financial advisors while maintaining a personal client practice. Mentor advisors, expand client portfolios, drive business strategy, and ensure high-quality service and compliance.

Engage clients to understand financial goals and deliver tailored wealth planning, investment, and retirement strategies. Use financial tools and analytics to assess needs, develop action plans, collaborate with experts, and build long-term client relationships.